Asset Management for the Financial Professional

By Tim Duhamel and Mauricio Reyes

An introductory course with a fundamental understanding of asset management. Learn the finance role in asset management and how to integrate it into the budget process!

Register Today!

Course Content

Asset Management – learn how to effectively articulate the value of municipal capital assets administratively to elected officials and the public
Asset management fundamentals in the municipal world
Asset Management history and standards – how asset management has evolved historically as a discipline and how key standards have developed
Asset management policy and strategy
Risk and asset management – risk associated with assets can be significant
Leadership and asset management
Asset management and finance – an introduction to developing an asset management finance plan

Course Content
1. Asset Management – learn how to effectively articulate the value of municipal capital assets administratively to elected officials and the public
2. Asset management fundamentals in the municipal world
3. Asset Management history and standards – how asset management has evolved historically as a discipline and how key standards have developed
4. Asset management policy and strategy
5. Risk and asset management – risk associated with assets can be significant
6. Leadership and asset management
7. Asset management and finance – an introduction to developing an asset management finance plan

January 13, 2021

10:00 AM – 11:30 AM MST

Course Info

Price:$125.00

PD Credits: 1.5

Category: Technical

Updated: July 28, 2021

Duration: 1:36:26

Course Synopsis

Asset Management for Municipal Professionals

Course Info

Price:$175.00

PD Credits: 1.5

Category: Technical

Date: Jan 13, 2021

Time: 10:00 AM – 11:30 AM MST

Course Synopsis

Asset Management for the Financial Professional

Course Info

Price:$125.00

PD Credits: 1.5

Category: Technical

Updated: Jan 13, 2021

Duration: 1:35:21

Course Synopsis

About the Author

Tim Duhamel is the founder and President of Bloom Centre of

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About the Author

Mauricio Reyes is a Chartered Professional Accountant (CPA),

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About the Author

About the Author

Tim Duhamel is the founder and President of Bloom Centre of Municipal Education.
He is a municipal veteran whose career has spanned over 21 years.
His passion is creating educational material and conducting lectures for municipal professionals. He has lectured as far away as Kiev, Ukraine for the Federation of Canadian Municipalities.
Mauricio Reyes is a Chartered Professional Accountant (CPA), a Certified Asset Management Professional (CAMP), and is the Director of Corporate Services at the Town of Drumheller.
He has over 7 years of Municipal experience in both rural and urban municipalities and is a key member of the Asset Management Steering Committee.
He deeply interested in understanding how his role as a Finance officer can be used in Asset Management.

About the Author

Read More/Less

About the Author

Read More/Less

January 13, 2021

MEMBERS ONLY

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July 28, 2021

MEMBERS ONLY

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Coming Soon!

Course Description

Everyday hundreds of municipal services are supported by capital assets. Capital assets are a critical foundation of service for all municipalities. Learn how to effectively articulate the value of municipal capital assets administratively to elected officials and the public.

Read More/Less

Course Description

Everyday hundreds of municipal services are supported by capital assets. Capital assets are a critical foundation of service for all municipalities. Learn how to effectively articulate the value of municipal capital assets administratively to elected officials and the public.
An introductory course with a fundamental understanding of asset management in the municipal world, integrating asset management into the budget process, and the finance role in asset management.

Learning Outcomes

Learn how to effectively articulate the value of municipal capital assets administratively to elected officials and the public
Learn the basics of asset management in the municipal world and how to be well versed in the development of integrated financial plans for asset management to be a success
How to increase your ability to serve asset management with a thorough understanding of asset management standards

Read More/Less

Learning Outcomes
- Learn how to effectively articulate the value of municipal capital assets administratively to elected officials and the public
- Learn the basics of asset management in the municipal world and how to be well versed in the development of integrated financial plans for asset management to be a success
- How to increase your ability to serve asset management with a thorough understanding of asset management standards
- Learn the basics of asset management policy and strategy
- Learn about risk assessment and mitigation for capital assets
- How advocacy and leadership play an important part in asset management best practices
- An introduction to developing an asset management finance plan

Who Should Attend?

A unique professional development experience that has benefit for all municipal staff, including small, medium and large municipalities!

The webinar focus is on the professional development needs of any municipal financial professional and senior executive.

Who Should Attend?

Register Today!

In Alberta (GFOA)

BLOOM can customize courses for your needs.

Some topics include:

Financial Planning & Management
- Municipal risk and opportunity reviews
- Financial condition assessments
- Budget process reviews and development
- Priority based budgeting
- Program and service costing
- Operating budget forecasting and financial solution development
- Asset management
- Capital budget development and prioritization
- Capital plan development and prioritization
- Capital plan funding strategies (debt, grants, reserves, operating budget)
- Long term financial plan development
- Municipal price inflation (MPI) development
- User fee and permit reviews
- Development levy plans
- Grant research and application support

Strategic Business Planning
- Strategic plan facilitation and development
- Business plan facilitation and development
- Situational consulting and strategy development
- Facility project plans and feasibility studies

Education & Mentorship
- CAO mentorship and education
- Finance officer mentorship and education
- Council orientation and education
- Environmental education
- Communication and writing mentorship

Project & Change Management
- Project plans
- Change management plans and facilitation
- Services reviews

Advocacy
- Representation and negotiations
- Intermunicipal agreement reviews, frameworks and facilitation
- Intermunicipal negotiations

Communications
- Communication plans and strategies
- Facility sponsorship packages
- Narrative process development (budgets, strategic plans, business plans)
- Business plan writing
- Budget communication support
- Media releases
- Media strategy
- Newsletter development
- Public survey development
- Business case development

Environment
- Environmental education
- Environmental communication plans and strategies
- Climate change adaptation plan development
- Environmental strategic planning
- Environmental grant research and support

Questions? Get in touch…

Asset Management for the Financial Professional

An introductory course with a fundamental understanding of asset management. Learn the finance role in asset management and how to integrate it into the budget process!

Register Today!

Course Content

January 13, 2021

10:00 AM – 11:30 AM MST

Course Info

Price:$125.00

PD Credits: 1.5

Category: Technical

Updated: July 28, 2021

Duration: 1:36:26

Course Synopsis

Course Info

Price:$175.00

PD Credits: 1.5

Category: Technical

Date: Jan 13, 2021

Time: 10:00 AM – 11:30 AM MST

Course Synopsis

Course Info

Price:$125.00

PD Credits: 1.5

Category: Technical

Updated: Jan 13, 2021

Duration: 1:35:21

Course Synopsis

About the Author

Tim Duhamel is the founder and President of Bloom Centre of

Municipal Education.

He is a municipal veteran whose career has spanned over 21 years.

His passion is creating educational material and conducting lectures for municipal professionals. He has lectured as far away as Kiev, Ukraine for the Federation of Canadian Municipalities.

About the Author

Mauricio Reyes is a Chartered Professional Accountant (CPA),

a Certified Asset Management Professional (CAMP), and is the Director of Corporate Services at the Town of Drumheller.

He has over 7 years of Municipal experience in both rural and urban municipalities and is a key member of the Asset Management Steering Committee.

He is he deeply interested in understanding how his role as a Finance officer can be used in Asset Management.

About the Author

Tim Duhamel is the founder and President of Bloom Centre of Municipal Education.

He is a municipal veteran whose career has spanned over 21 years.

His passion is creating educational material and conducting lectures for municipal professionals. He has lectured as far away as Kiev, Ukraine for the Federation of Canadian Municipalities.

About the Author

Stephanie Porter is a Chartered Professional Accountant (CPA, CA) and external auditor with Metrix Group LLP.

She has a passion for education and is a course developer and instructor for the University of Alberta in addition to her work at Bloom.

She is the lead Associate of curriculum development and instruction for Bloom’s reporting and audit stream.

January 13, 2021

July 28, 2021

Course Description

Everyday hundreds of municipal services are supported by capital assets. Capital assets are a critical foundation of service for all municipalities. Learn how to effectively articulate the value of municipal capital assets administratively to elected officials and the public.

An introductory course with a fundamental understanding of asset management in the municipal world, integrating asset management into the budget process, and the finance role in asset management.

Learning Outcomes

Learn how to effectively articulate the value of municipal capital assets administratively to elected officials and the public

Learn the basics of asset management in the municipal world and how to be well versed in the development of integrated financial plans for asset management to be a success

How to increase your ability to serve asset management with a thorough understanding of asset management standards

Learn the basics of asset management policy and strategy

Learn about risk assessment and mitigation for capital assets

How advocacy and leadership play an important part in asset management best practices

An introduction to developing an asset management finance plan

Who Should Attend?

A unique professional development experience that has benefit for all municipal staff, including small, medium and large municipalities!

The webinar focus is on the professional development needs of any municipal financial professional and senior executive.

Register Today!

BLOOM can customize courses for your needs.

Some topics include:

Questions? Get in touch…